The Isabel and Michael Mondavi

NAPA, CA EIN: 20-2002457

The Isabel and Michael Mondavi is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.9M in total assets. In 2024, it awarded 9 grants totaling $340K. Net investment income was $258K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.9M

+12.9% YoY

Annual Giving

$340K

-6.3% YoY

Grant Count

9

-25.0% YoY

Avg Grant Size

$38K

+25.0% YoY

Under IRS private-foundation payout rules, The Isabel and Michael Mondavi reported a distributable amount of $237K for 2024 — the minimum it must pay out in qualifying distributions.

About The Isabel and Michael Mondavi

Based on IRS filings

The Isabel and Michael Mondavi is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.9M in total assets. In 2024, it awarded 9 grants totaling $340K. Net investment income was $258K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

BeaufortChicagoDavisHagerstownHonoluluHoustonKamuelaMiamiNapaNew OrleansNew YorkPalm DesertRancho MirageSan RafaelSanta BarbaraSanta ClaraSanta MonicaSt HelenaTiburon

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$274K$549K$823K$1M20202021202220232024
Metric202420232022
Total Assets$4,896,789$4,337,980$3,788,673
Revenue$313,847$998,006$192,381
Expenses$418,916$376,210$353,444
Qualifying Distributions$339,500$362,233$319,434
Net Investment Income$257,957$991,508$176,841
Distributable Amount$237,168$187,971$207,870

Giving Over Time

Total grant dollars and number of grants per year

$0$91K$181K$272K$362K6 grants20209 grants20217 grants202212 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

NAPA VALLEY COMMUNITY FO…$250KEISENHOWER HEALTH FOUNDA…$50KCOLLABRIA CARE$25KUNIVERSITY OF TEXAS FOUN…$10KTHE DESERT COMMUNITY FOU…$2KNORTH HAWAII HOSPICE$1KMICHAEL J FOX FOUNDATION$1KEYE SURGEONS INTERNATIONAL$500BEST BUDDIES INTERNATIONAL$500

Grant Size Distribution

43 grants across all recorded years

33<$50K5$50–100K4$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Napa Valley Community Foundation ($250,000), Eisenhower Health Foundation ($50,000), Collabria Care ($25,000).

RecipientPurposeAmount
NAPA VALLEY COMMUNITY FOUNDATION NAPA, CAThe Napa Valley Community Foundation works side-by-side with donors and nonprofits to identify and solve the most pressing problems in our Valley. They work with successful people who want to give back. The NVCF knows how to do it. For more than 25 years, theyve elevated donor service to an art, helping clients like us take a strategic approach to their philanthropy. The NVCF deeply understands the nonprofit sector and community needs. They share what they know with us, and this makes our giving more thoughtful and more impactful.$250,000
NORTH HAWAII HOSPICE KAMUELA, HIBereavement counseling and patient care for dying and coping with the end of life$1,000
COLLABRIA CARE NAPA, CATO SUPPORT THE LEADING CENTER FOR COMMUNITY-CENTERED CARE DELIVERY AND RESOURCES FOR THE NORTH BAY FOR THOSE FACING THE TRANSITIONS OF AGING, CHRONIC ILLNESS, OR THE END OF LIFE.$25,000
THE DESERT COMMUNITY FOUNDATION PALM DESERT, CATo support community foundation in desert area for families in need, and help with basic necessities of life.$1,500
EISENHOWER HEALTH FOUNDATION RANCHO MIRAGE, CAEisenhower Health, a not-for-profit organization, exists to serve the changing health care needs of our region by providing excellence in patient care with supportive education and research. Eisenhower Health has provided high quality and compassionate care for 45 years with a state-of-the-art facility. This is an accredited teaching hospital. Funds go to help with the general mission of the hospital in providing excellent care.$50,000
UNIVERSITY OF TEXAS FOUNDATION HOUSTON, TXFunds go to the MD Anderson Research Center to support childhood cancer patients and their families.The mission of the University of Texas Foundation is to advance education by providing financial support to The University of Texas System, including its branches, departments, schools, and colleges across the fourteen institutions, to enhance research, teaching, scholarship, faculties, and facilities, ensuring excellence in education.$10,000
EYE SURGEONS INTERNATIONAL NAPA, CATo combat blindness and poverty in under-served areas.The organization's mission is to combat blindness and poverty in under-served regions of the world. Our current major project is building a comprehensive ophthalmic medical campus in southern Zambia, in the regional capital, Zimba. This state-of-the-art facility will provide high-quality eye care, especially cataract surgeries, and train local eye care professionals to ensure sustainable healthcare delivery. If this project is successful, we plan to repeat it in other greatly under-served areas of the world.$500
MICHAEL J FOX FOUNDATION HAGERSTOWN, MDThe Michael J. Fox Foundations (MJFF) agenda is focused on building improved knowledge about the lived experience of Parkinson's disease, finding an objective test for Parkinsons, engaging patients in research and supporting the development of new treatments and a cure.The Michael J. Fox Foundations research strategy projects and activities we fund and prioritize for scientific attention and problem-solving evolves rapidly in concert with advances made in Parkinsons disease (PD) research. The past two decades have brought substantial growth in understanding PD, in particular the role of genetics and the disease mechanisms that are influenced by genetic changes. This has led to the development and testing of several experimental therapies that have the potential to slow or stop progression patients greatest unmet need.$1,000
BEST BUDDIES INTERNATIONAL MIAMI, FLBest Buddies International is a nonprofit 501(c)(3) organization dedicated to establishing a global volunteer movement that creates opportunities for one-to-one friendships, integrated employment, leadership development, inclusive living, and family support for individuals with intellectual and developmental disabilities (IDD).Best Buddies serves individuals with IDD and their families. The IDD community includes, but is not limited to, people with Down syndrome, autism, Fragile X, Williams syndrome, and other undiagnosed disabilities.$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Michael MondaviCFO3
Isabel MondaviSecretary1
Dina MondaviCEO1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Isabel and Michael Mondavi?

The Isabel and Michael Mondavi is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPA, CA. It holds $4.9M in total assets as of 2024.

How large is The Isabel and Michael Mondavi?

As of 2024, The Isabel and Michael Mondavi holds $4.9M in total assets with $314K in annual revenue. It awarded 9 grants totaling $340K in 2024.

Where does The Isabel and Michael Mondavi operate?

The Isabel and Michael Mondavi has awarded grants in California, Florida, Hawaii, Illinois, Louisiana, Maryland, New York, South Carolina, Texas.

What size grants does The Isabel and Michael Mondavi award?

In 2024, The Isabel and Michael Mondavi awarded 9 grants totaling $340K — an average of about $38K per grant, based on its IRS Form 990 filings.

How much is The Isabel and Michael Mondavi required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Isabel and Michael Mondavi reported a distributable amount of $237K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Isabel and Michael Mondavi's EIN?

The Isabel and Michael Mondavi's EIN (Employer Identification Number) is 20-2002457. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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